RTC
Riverview Trust Company Portfolio holdings
AUM
$81.2M
1-Year Est. Return
18.57%
This Fund
S&P 500
1 Year Est. Return
+18.57%
AUM
$81.2M
AUM Growth
-$1.86M
(-2.2%)
Holding
230
Top Buys
| 1 | +$175K | |
| 2 | +$108K | |
| 3 | +$78.4K | |
| 4 |
Waters Corp
WAT
|
+$34.2K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$22.4K |
Top Sells
| 1 | +$218K | |
| 2 | +$202K | |
| 3 | +$156K | |
| 4 |
Fomento Económico Mexicano
FMX
|
+$145K |
| 5 |
Meta Platforms (Facebook)
META
|
+$120K |
Sector Composition
| 1 | Technology | 12.33% |
| 2 | Financials | 6.35% |
| 3 | Industrials | 5.23% |
| 4 | Healthcare | 3.2% |
| 5 | Consumer Staples | 2.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Suncor Energy
SU
$77.1B
| – | – |
-2,539
|
|
||
227
TotalEnergies
TTE
$199B
| – | – |
-1,750
|
|
||
228
Unilever
UL
$120B
| – | – |
-2,385
|
|
||
229
VF Corp
VFC
$6.55B
| – | – |
-50
|
|